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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
10261 Yellow Circle Dr, Minnetonka, MN 55330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 05/2018 | 12/2018 |
| Securian Financial Services Inc | St. Paul | MN | 05/2018 | 12/2018 |
| North Star Resource Group | Minneapolis | MN | 05/2018 | 12/2018 |
| University Of North Dakota | Grand Forks | ND | 08/2014 | 05/2018 |
| Team Lawn & Landscape | East Grand Forks | MN | 10/2015 | 11/2017 |
| Jl Beers | Grand Forks | ND | 01/2018 | 05/2018 |
| Urban Design Company | Bloomington | MN | 06/2017 | 08/2017 |
| Securian Financial Services | St Paul | MN | 12/2018 | 12/2020 |
| Fortune Financial | Minneapolis | MN | 12/2018 | 12/2020 |
| Cri Securities Llc | St Paul | MN | 12/2018 | 12/2020 |
| Cri Securities Llc | St Paul | MN | 05/2018 | 12/2018 |
| Minnesota Life Insurance Company | St Paul | MN | 12/2020 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 12/2020 | 08/2023 |
| Fortune Financial | Minnetonka | MN | 12/2020 | Present |
| Cri Securities Llc | St Paul | MN | 12/2020 | 10/2021 |
| Cetera Wealth Services, Llc | Minnetonka | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1)FORTUNE FINANCIAL LLC POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: , Minnetonka MN , United States DESCRIPTION: Agent/Broker 2) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2018 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 3) P&C SALES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 10261 Yellow Circle Drive, Minnetonka MN 55426, United States DESCRIPTION: P&C Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-07 |
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